National Bank Financial Group launches Private Wealth 1859
National Bank Financial Group has announced the creation of Private Wealth 1859, a complete and integrated new line of personalized, high-quality products and services, dedicated exclusively to the specific needs of affluent clients with investable assets of at least one million dollars. This new business unit is inspired by the entrepreneurial spirit that has characterized National Bank Financial Group since its beginnings in 1859.
“By coming together as part of the Private Wealth 1859 team, experts from all our subsidiaries are now working in greater harmony. Our specialists offer highly effective, customized financial solutions to manage the wealth of our upscale clients and their families. Supported by Private Wealth 1859’s team of experts, the 3,000 advisors working throughout National Bank Financial Group’s network can act as points of contact, directing their clients towards this new service. It is up to them to determine their clients’ exact needs and carry out the follow-up required by the greater complexity of those needs,” said Éric Bujold, Senior Vice President and Managing Director – Wealth Management at National Bank Financial Group.
Through Private Wealth 1859, our high-net-worth clients and their families will now have access to an exclusive range of turnkey solutions, including investments, private banking services, insurance, tax and estate planning, trust services, concierge service and a financial report, offered by seasoned experts using a tested process and a strict methodology.
Based on the preferences expressed by affluent clients, this client segment prefers a conservative approach that aims to preserve principal and ensure its long-term growth. “We believe our clients deserve a trusted partner who has a detailed, comprehensive picture of their financial situation and the resources necessary to implement optimal asset management strategies,” Mr. Bujold asserted.
People seeking more information about Private Wealth 1859 should contact a National Bank Financial Group advisor.
About National Bank of Canada
National Bank of Canada, which is celebrating its 150th anniversary in 2009, is an integrated group that provides comprehensive financial services to consumers, small and medium-sized enterprises and large corporations in its core market, while offering specialized services to its clients elsewhere in the world. National Bank offers a full array of banking services, including retail, corporate and investment banking. It is an active player on international capital markets and, through its subsidiaries, is involved in securities brokerage, insurance and wealth management as well as mutual fund and retirement plan management. National Bank has close to $135 billion in assets and, together with its subsidiaries, employs 17,772 people. The Bank’s securities are listed on the Toronto Stock Exchange (NA:TSX). For more information, visit the Bank’s website at www.nbc.ca.
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National Bank Financial Group